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Asset Planning Inc’s Carrier Global CARR Stock Holding History

Asset Planning Inc’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.01K Hold
41
– – ﹤0.01% 292
2026
Q1 		$2.31K Hold
41
– – ﹤0.01% 277
2025
Q4 		$2.17K Hold
41
– – ﹤0.01% 278
2025
Q3 		$2.45K Hold
41
– – ﹤0.01% 269
2025
Q2 		$3K Sell
41
-253
-86% -$17.2K ﹤0.01% 261
2025
Q1 		$18.6K Hold
294
– – 0.01% 212
2024
Q4 		$20.1K Buy
+294
New +$22.2K 0.02% 209

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Asset Planning Inc's CARR Position: Q2 2026 in Review

Asset Planning Inc held its Carrier Global (CARR) position steady in Q2 2026 at 41 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Asset Planning Inc first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.1K in Q4 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Asset Planning Inc held 41 shares of Carrier Global worth $3.01K as of Q2 2026.
  • Asset Planning Inc left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #292 holding.
  • Asset Planning Inc first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Carrier Global position peaked at $20.1K in Q4 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.